Grinnell Chamber

Client Servicing Specialist

Full time
Posted: 06/07/2021
Grinnell, IA
Alyson Jones

Description

Grinnell State Bank is hiring a Client Servicing Specialist for Grinnell Wealth Management team. This person will provide professional and memorable interactions for our current and prospective clients with our Grinnell Wealth Management department.

 

RESPONSIBILITIES:

  • Serve as point of contact for client account servicing and the liaison between the client and third-party companies.
  • Enter client data into financial planning and compliance platforms and prepare detailed client paperwork.
  • Serve as subject matter expert on account requirements.
  • Sound decision making skills and business acumen.
  • Strong analytical skills with high attention to detail and accuracy.
  • Display critical thinking skills with the ability to articulate options and alternatives.
  • Build and maintain client meeting and key date calendars.
  • Lead the organization of client events.
  • Self-starter who can execute in a fast-paced environment while balancing multiple priorities.
  • Provide excellent oral and written communication skills.
  • Work to create a “Wow” experience for every client transaction.
  • Independent, driven, and results focused with the ability to accept feedback and implement course correction.
  • Consistently display an outgoing personality and a can-do spirit.
  • Foster a team culture that is consistent with our core values of being motivated, inclusive, hardworking, goal oriented, and results focused.

Requirements

QUALIFICATIONS:

  • Associate’s or Bachelor’s Degree preferred but not required
  • Office/Clerical Experience
  • Customer Service Experience
  • Microsoft Office Proficiency
  • Scheduling Management for multiple people

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